Helping You Plan Your Financial Future
Retirement Planning- Many people spend more time planning their annual vacation than they spend planning for the longest vacation of their life. You need a retirement road map.
401(k) Accounts - If your're still employed we can help you efficiently allocate your account. When you’re ready to retire, we’ll walk you through the process and help you take control of this asset so that it may provide income for life.
Wealth Preservation- Will Rogers said that he was more concerned with the return of his money than the return on his money. We understand this sentiment and have strategies that may help you prudently grow your capital.
Risk Management- A two-step process: determining what risks exist in an investment and then handling those risks in a way best-suited to your investment objectives.
Intergenerational Wealth- Maintain control of your assets throughout your life and still carry out an efficient and hassle free asset transfer to your children, grandchildren or other heirs.
Life Insurance- Accidents happen; protect yourself with life insurance, long term care, and estate planning.
Newsletters
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?